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Allow for Fundraising Actions Reports to have a fixed date range option, in addition to a sliding date range
All criteria fields, except the date range, in a Fundraising Actions Report are fixed and do not change when the report is saved. When the saved report is opened, the dates change each time, on a sliding set of dates. It would be great if these co...0
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Add the ability to auto email newly created dashboards.
While the default dashboards in reporting are helpful it would be great to have the ability to schedule newly created dashboards to email. I didn't see an area for Reporting so I put this under Work Center0
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Be able to see 'Notes' (and other info) separate from 'Action Summary' on Work Center Actions tab
The current Work Center Actions tab column choices do not permit the user to view a separate column of 'Notes.' Currently, the Action Summary column includes: type, constituent, date of the action (which is redundant if the viewer also chooses to ...1
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Allow Users to Change Default Filters for Actions/Opportunities Summaries
When you open up your workcenter, the summary section for actions defaults to: Past Due; Upcoming (This Week); and Completed. We want to change the default for upcoming to "This Month" because our development officers are trying to schedule out ...0
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"Frequent Donor" tag
Please create a tag that is automatically applied after a donor makes a number of donations in a fiscal year. It is not easy to sort that currently in NXT as the Total Giving filter option is only for Amount, not quantity. I would like to easily s...0
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Save column width settings on Work Center pages
It is very difficult to see all the information you need to see when you reload the page, and the column width has resized back to the standard, and you need to stop what you are doing to resize. If the column position can remain fixed for user pr...0
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Remove a Constituent from Workflow
Allow for a constituent to be removed from a workflow if they end up there by mistake. I think about how we have gift amendments sometimes or one-offs where a person might not need to be in an entire workflow.0
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RE NXT Needs Attention List - Removing Tags
Currently there is not a way to remove tags from records in the Work Center area that are system generated. As we pull reports from this area sometimes the tag does not apply to the record due to internal conversations such as the system assigns "...1
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Fundraising Workcenter > Overview > Portfolio
Under Portfolio, you can view key statistics for your assigned constituent relationships in only these three areas: Assigned, At-Risk, and Newly Assigned. Please allow the user to customize this tile and add any of the tags. I would specifically l...0
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Provide configurable tolerances for "overdue pledge" and other tags
Seeing a pledge (or recurring gift) as overdue on the day that the payment is scheduled is not particularly helpful. It would be better to have a configuration screen for tags where you could set any related tolerances e.g. being able to set the a...0